Step into the Institutional Asset Management team at CIBC as an Analyst for Client Experience in Toronto. You'll manage proposals and deliver high-quality solutions for institutional investors.
This role requires 2-3 years of investment experience and a strong understanding of various asset classes. You will draft RFPs and RFIs, manage timelines, and collaborate with the team on complex proposals. Your organizational and communication skills will be essential in enhancing the overall client experience through effective deliverables.
Key Responsibilities: • Draft customized RFPs, RFIs, and DDQs for proposals • Coordinate proposal huddles to meet submission requirements • Manage timelines to ensure proposals are submitted on time • Edit, format, and proofread proposal content effectively • Collaborate on complex proposals with the Asset Management team
Requirements: • Bachelor’s degree in Commerce, Finance, or Dat...